Deceased Member Notification
Guidance and support when a loved one passes
We’re truly sorry for your loss. We know how overwhelming this time can be, and we’re here to help make the process as straightforward as possible. Our secure online form allows you to notify us of a member’s passing and upload required documentation at your own pace.
What to Expect
Notify Us
Start the notification or account-closure process when you’re ready. To begin, you’ll need the deceased member’s full name and date of passing.
Provide Documentation
We’ll let you know which documents are needed as you move through the process. This often includes a certified death certificate, and identification for beneficiaries or estate representatives.
Receiving Funds or Closing Accounts
Our team will ensure that assets are distributed according to the estate plan and legal guidelines. The timeline can vary depending on when all required documents are received.